Lantz Financial LLC Purchases and Sells in Q2 2025

Lantz Financial LLC

$378 Million
Q2 2025

Top Buys

Incresed Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UMAR	188K + 2497.16%	$33.82 - $37.61 $6.37M - $7.09M	196K $7.37M
MSFT	580 + 2.45%	$354.56 - $497.45 $206K - $289K	24.2K $12M
NVDA	2.89K + 7.65%	$94.31 - $157.99 $272K - $456K	40.6K $6.42M
EFV	31.5K + 46.73%	$52.4 - $64.65 $1.65M - $2.04M	98.8K $6.27M
CGXU	27.9K + 5.53%	$21.44 - $27.35 $598K - $763K	532K $14.4M
IEMG	31.9K + 111.06%	N/A	60.7K $3.25M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BTI	8.57K New	$39.43 - $49.34 $338K - $423K	8.57K $405K
UAPR	10.5K New	$28.35 - $31.3 $298K - $329K	10.5K $329K
APH	3.09K New	$59.09 - $98.75 $182K - $305K	3.09K $304K
IAPR	10K New	$25.9 - $29.24 $259K - $292K	10K $292K
ETN	813 New	$246.52 - $356.99 $200K - $290K	813 $290K
INTU	355 New	$544.07 - $787.63 $193K - $280K	355 $279K

Top Sells

Reduced Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSV	-108K - 45.98%	$24.21 - $29.47 $2.62M - $3.19M	127K $3.75M
IVV	-8.75K - 17.42%	$498.8 - $620.9 $4.36M - $5.43M	41.5K $25.8M
EMXC	-28K - 87.0%	$50.08 - $63.14 $1.4M - $1.77M	4.18K $263K
AAPL	-131 - 0.4%	$172.42 - $223.89 $22.6K - $29.3K	32.6K $6.69M
BMY	-5.62K - 41.46%	$44.12 - $59.6 $248K - $335K	7.94K $367K
BRK-B	-9 - 0.09%	$483.48 - $539.8 $4.35K - $4.86K	9.72K $4.72M

Activity Summary All Purchases 131 New Holdings 21 Increased Positions 110 All Sells 91 Reductions 91 Sold out 0 Calls 0 Puts 0

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